Wambolt & Associates’s Manulife Financial MFC Stock Holding History

Wambolt & Associates’s Portfolio MFC Stock Details MFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.77M	Sell	86,472 -7,012	-8%	-$216K	0.93%	31
2025 Q1	$2.97M	Buy	93,484 +2,026	+2%	+$61.2K	1.01%	31
2024 Q4	$2.81M	Sell	91,458 -8,933	-9%	-$277K	0.9%	31
2024 Q3	$2.96M	Buy	100,391 +7,520	+8%	+$202K	0.81%	43
2024 Q2	$2.44M	Buy	92,871 +2,003	+2%	+$50.1K	0.71%	48
2024 Q1	$2.24M	Buy	90,868 +12,363	+16%	+$284K	0.67%	51
2023 Q4	$1.73M	Buy	78,505 +15,333	+24%	+$294K	0.57%	53
2023 Q3	$1.13M	Buy	63,172 +13,198	+26%	+$249K	0.41%	83
2023 Q2	$945K	Buy	49,974 +2,790	+6%	+$53.3K	0.34%	104
2023 Q1	$877K	Buy	47,184 +11,790	+33%	+$224K	0.31%	114
2022 Q4	$631K	Buy	35,394 +17,870	+102%	+$305K	0.24%	131
2022 Q3	$275K	Buy	+17,524	New	+$307K	0.12%	194

Other funds holding MFC

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Wambolt & Associates's MFC Position: Q2 2025 in Review

Wambolt & Associates reduced its Manulife Financial (MFC) stake by 7.5% in Q2 2025, selling an estimated $216K and leaving 86,472 shares worth $2.77M. The position accounts for 0.93% of the portfolio, ranked #31.

Wambolt & Associates first reported a position in MFC in Q3 2022 and has held it in 12 quarters since. The position peaked at $2.97M in Q1 2025. 733 funds tracked by Wall St. Rank hold MFC as of Q2 2025.

Wambolt & Associates held 86,472 shares of Manulife Financial worth $2.77M as of Q2 2025.
Wambolt & Associates sold 7,012 Manulife Financial shares in Q2 2025, an estimated $216K.
Manulife Financial made up 0.93% of Wambolt & Associates's portfolio in Q2 2025, its #31 holding.
Wambolt & Associates first reported a position in Manulife Financial in Q3 2022 and has held it in 12 quarters since.
Wambolt & Associates's Manulife Financial position peaked at $2.97M in Q1 2025.
733 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2025.

Based on Wambolt & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.